SMSFundamentals is an ongoing feature series dedicated to providing SMSF trustees with valuable news, investment ideas and services, in line with SMSF requirements and obligations. Apart from specific SMSF-oriented insights and articles that can assist SMSF investment strategy, this section also includes practical tips and insights from registered experts.

Latest Stories

With term deposit rates around 1.5%, the ten-year bond rate at 0.9%, inflation at 1.6% and stock market volatility ever present, where can one invest for both safety and income in today’s interest rate environment?

Oct 11 2019

A new report reveals what investors may already know, that “fees make all the difference” to final outcomes for superannuation members’ retirement savings, with many funds struggling to generate returns strong enough to cover the negative impact of high investment fees.

Oct 04 2019

Super members want government to lead on multiple accounts and default funds.

Jul 30 2019

National net wealth in Australia has nearly doubled in 12 years, according to a recent update by Roy Morgan, but inequality has widened considerably at the same time.

Jul 22 2019

Previous Stories

SMSFundamentals: 10 Reasons Why Many Fund Managers Are Now Blank Spaces

Jul 17 2019

Graham Hand, Managing Editor of Cuffelinks, explains why so many fund managers fail in today’s market.

SMSFundamentals: ETFs Get Active

Apr 16 2019

A change of heart from the US SEC may open the door for rapid growth of actively managed ETFs both in the US and Australia.

SMSFundamentals: Passive And ESG Investment On The Rise

Mar 12 2019

Exchange traded fund manager BetaShares observes a shift in investor preference towards passive investment strategies and a growing demand for ESG-based alternatives.

SMSFundamentals: Is Your Super Adequate?

Nov 21 2018

Research from Roy Morgan shows Australians’ level of super contribution is dropping, leading to a risk of insufficient retirement funding.

SMSFundamentals: ETFs Reach A Milestone

Oct 19 2018

As of last month, the Australian ETF market is now bigger than the 80-year old listed investment company market.

SMSFundamentals: How We Delude Ourselves

Sep 14 2018

Cuffelinks’ Graham Hand makes note of a common error made by investors in assessing their returns.

SMSFundamentals: Women Fall Short On Super

Jul 09 2018

Women are working for longer but compared to men, are looking at a lot less super on retirement.

SMSFundamentals: Financial Advisers In Regulators’ Sights

Jul 02 2018

Australian regulators are cracking down on “one-stop shop” investment advisors to SMSFs, claiming bad advice.

SMSFundamentals: Why Do You Not Own Corporate Bonds?

May 29 2018

Corporate bonds are highly suitable as a portfolio allocation for retirement investors and interest is growing, despite many Australians being unaware of their existence.

SMSFundamentals: ETF Investment Enters The Mainstream

Mar 22 2018

A recent survey suggests investment in Australian exchange traded funds continues to grow a-pace and a wider range of investors is now turning to ETF investment.